San Diego, California Office
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Rich takes an approach based not on a single, rigid, financial solution, but on a vital process in which your wealth is always at the service of your life.
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Rich founded his own wealth management firm, Donnelly Wealth Advisors, Inc., in 1997, and united it with EP Wealth Advisors in 2018.
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Richard graduated from San Diego State University, earning a B.S. and University of San Diego, Graduate Work in Finance. He holds the Certified Investment Management Analyst®, and Registered Life Planner® designations.
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He enjoys spending his free time playing golf, bicycling, hiking, and traveling. Rich lives in La Jolla with his wife, Joscylen, and son, Brian.
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You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
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